This document gives supplementary instructions specific to CivicPlus on how to set up groups.
Note: Only users with Admin permissions can create and administer groups.
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Introduction
If you use a CivicPlus-operated CMS (website builder), here are some methods for creating domain groups in Monsido.
Method 1: Use web page metadata
This method is currently only applicable to WebCentral users.
Websites built with some CMS systems, for example, automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of what a breadcrumb looks like:
As a website owner, you may want to create domain groups containing pages that belong to a certain section of a breadcrumb.
Example
Based on the breadcrumb structure in the screenshot above, we want to create a domain group in Monsido that contains all pages in the section titled "Pay".
The CMS automatically populates the name of each breadcrumb section in the website source code. In this example, we will use this name when setting up the domain group.
Go to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, we're looking for the section titled "Pay". Make sure that you access the actual published web page - not through your CMS.
Right-click anywhere on the web page and click "Inspect". The DevTools window opens and you can see the web page source code.
Search in the source code for the word "Pay" and locate an element with the following format:
<meta name="categoryX" content="Xyz">
In our example, it would look like this:<meta name="category2" content="Pay">
Log into your Monsido account and create a domain group.
Create a rule that targets metadata with the following configuration:
Save your domain settings and either update groups or re-scan your domain.
Method 2: Use web page content data
Websites built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of what a breadcrumb looks like:
As a website owner, you may want to create domain groups containing pages that belong to a certain section of a breadcrumb.
Example
Based on the breadcrumb structure shown above, we want to create a domain group in Monsido that contains all pages in the section titled "Pay".
Go to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, we're looking for the section titled "Pay". Make sure that you access the actual published web page - not through your CMS.
Right-click on the "Pay" link in the breadcrumb and then select "Inspect". The DevTools window opens and you can see the web page source code.
An <a> element is highlighted in the code. Right-click on it and then select "Copy" > "Copy element".
In Monsido, create a domain group using content as the rule type. Paste in the code from your clipboard.
Save your domain settings and either update groups or re-scan your domain.
Additional Resources
For instructions on how to create, administrate, and configure groups, see:
For definitions and explanations of acronyms and abbreviations used in the Monsido User Guide, see:
For further assistance, contact the Monsido support team at support@monsido.com or use the Monsido chat and help features inside the application.
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